April 13th — On April 7th, Liuguo Chemical announced via its official WeChat account that the company's fertilizer shipments in March exceeded 183,000 tons, setting a new historical monthly record.
Chempricehub Analysis:
Urea, Bull-Bear Score: 0.5
The report indicates that Liuguo Chemical's fertilizer shipments reached 183,000 tons in March, a record high, suggesting strong urea demand that may support an upward trend in spot prices. Combined with the latest futures data, the closing price of the main urea futures contract (e.g., 2605) was 1,825 yuan per ton, down 13 points from the opening price, with a decrease in open interest, indicating short-term market pressure. However, the foundation of demand growth remains positive, and prices are expected to stabilize and recover in the medium to long term.
Monoammonium Phosphate, Bull-Bear Score: 1
Liuguo Chemical's record-high fertilizer shipments reflect robust overall demand. As a major fertilizer variety, monoammonium phosphate is expected to face tighter spot supply, which is favorable for price increases. With improved supply-demand dynamics in the current market, spot prices are anticipated to rise moderately.
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